Investment Advisor recruitment
Investment Advisor, Private Bank
ANZ is accelerating the growth of its business in Asia. We realise that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and great opportunities that will enable the best in the market to thrive as part of our diverse team.
Reporting to the Head of Investment Advisory, Private Banking, you are responsible in providing tailor-made financial solutions, including advice across the broad spectrum of investment and trading products. Working closely with the Private Banking Relationship Managers, you will work to strengthen the High Net Worth (HNW) client relationship in setting portfolio objectives, delivering investor research/product recommendations and driving portfolio review processes. Ultimately, this will develop ANZ Private Bank as a recognized Wealth Advisor across a broad array of products and services.
As an integral member of the Private Banking team, you will work closely with the Wealth Management and Markets team for required Research and Wealth product delivery. You will work to manage new product offerings and roll out client engagement framework to ensure joint meetings and client reviews are conducted on a regular basis.
Qualifications:
We are seeking candidates with at least 6 years of relevant experience in a Financial Institution or equivalent industry. You should have in depth knowledge of global and regional economies and markets; asset class knowledge (e.g. equity, fixed income, foreign exchange, commodities) and an understanding of asset allocation and portfolio theory. In addition, you should be familiar with securities, portfolios, structured notes and derivative investment strategies/products, including strong client servicing skills, coupled with strong written and communication skills. Ability to speak an additional Asian language will be required as this role supports the Private Banking Asian markets.
This is an opportunity to undertake a role offering exceptional opportunities for professional development with a broad range of career paths.